Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 2,908 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
14,426
shares
|
$4.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
14,402
shares
|
$4.26 Million
0.08% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
14,351
shares
|
$4.24 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,302
shares
|
$4.23 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
14,282
shares
|
$4.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
14,267
shares
|
$4.22 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
14,232
shares
|
$4.21 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Optimas Capital LTD
Central, K3 |
Feb 10, 2025 Q4 2024 |
14,200
shares
|
$4.2 Million
6.24% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
14,123
shares
|
$4.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
14,085
shares
|
$4.16 Million
1.01% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
14,058
shares
|
$4.15 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,032
shares
|
$4.15 Million
0.23% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,031
shares
|
$4.15 Million
0.06% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
14,021
shares
|
$4.14 Million
2.52% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,019
shares
|
$4.14 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,837
shares
|
$4.09 Million
1.67% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
13,828
shares
|
$4.09 Million
4.4% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
13,823
shares
|
$4.08 Million
0.11% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
13,802
shares
|
$4.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.61%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,715
shares
|
$4.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 49.6%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
13,708
shares
|
$4.05 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,699
shares
|
$4.05 Million
0.29% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
13,684
shares
|
$4.04 Million
2.04% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,669
shares
|
$4.04 Million
0.07% of portfolio
|
Q4 2023
Added 8.77%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
13,547
shares
|
$4 Million
0.25% of portfolio
|
Q4 2024
Added 0.36%
|